Libraries and Settings Worksheet
A Upgrading from Version 9.x
For sections with separate M-L-R-W columns, repeat each procedure for each installed product (Mill/Lathe/
Router/Wire). Sections marked All only need to be completed once even if you upgrade more than one Master-
cam product.
I. Installation
1. Are you installing to a new PC?
2. Install Mastercam.
II. Migrate libraries
Convert only those libraries you want to use
with Mastercam X and skip the others.
1. Convert operation defaults (.DF9).
2. Convert tool libraries (.TL9).
2a. Convert libraries.
2b. Convert custom tool geometry.
3. Convert power libraries (.WP9) (Wire
only)
4. Convert materials libraries (.MT9).
5. Convert operations libraries (.OP9).
6. Edit configuration files to use con-
verted libraries.
6a. Edit inch configuration files.
6b. Edit metric configuration files
Continued on next page
Page 1 of 2
Workstation ID: ______________
M L R W
Identify current libraries (page 13) and
posts (including .TXT files) that you
want to move to the new workstation.
Copy them to a working folder on new
PC.
See the Mastercam X Installation (All)
Guide.
Use File, Import directory function. M L R W
See Section 2.2.1.1 on page 17.
See Section 2.2.2.3 on page 21.
See Section 2.2.2.2 on page 20.
See Section 2.2.3 on page 25.
See Section 2.2.4.1 on page 27.
See Section 2.2.5.1 on page 29.
See Section 2.2.6 on page 32. (All)
See Section 2.2.6 on page 32. (All)
 Libraries and Settings Worksheet Page 2 of 2
A Upgrading from Version 9.x

III. Select the proper Posts and Machine Definition worksheet

My reseller will supply my posts and Complete Worksheet C.
machine/control definitions.
I will automatically create machine Complete Worksheet D.
and control definitions when I update
my posts.
I will use/modify the generic posts and See online help for Machine Definition
definitions supplied with Mastercam. Manager and Control Definition Man-
ager to learn more.
B Libraries and Settings Worksheet
Upgrading from Version 8 & earlier
Page 1 of 1
Workstation ID: ______________

For sections with separate M-L-R-W columns, repeat each procedure for each installed product (Mill/Lathe/
Router/Wire). Sections marked All only need to be completed once even if you upgrade more than one Master-
cam product.
I. Installation M L R W
1. Are you installing to a new PC? Identify current libraries (page 13) and
posts (including .TXT files) that you
want to move to the new workstation.
Copy them to a working folder on new
PC.
2. Install Mastercam. See the Mastercam X Installation (All)
Guide.

II. Migrate libraries

Manually convert those libraries you want to M L R W
use with Mastercam X and skip the others.
1. Convert operation defaults. See Section 2.2.1.2 on page 18.
2. Convert tool libraries.

2a. Convert library. See Section 2.2.2.4 on page 22.

2b. Convert custom tool geometry. See Section 2.2.2.2 on page 20.
3. Convert power settings libraries (.WP9 See Section 2.2.3.1 on page 25.
files, Wire only)
4. Convert materials library. See Section 2.2.4.2 on page 28.
5. Convert operations library. See Section 2.2.5.2 on page 31.
6. Edit configuration files to use con-
verted libraries.
6a. Edit inch configuration files. See Section 2.2.6 on page 32. (All)
6b. Edit metric configuration files. See Section 2.2.6 on page 32. (All)
III. Select the proper Posts and Machine Definition worksheet
My reseller will supply my posts and Complete Worksheet C.
machine/control definitions.
I will automatically create machine and Complete Worksheet D.
control definitions when I update my
posts.
I will use/modify the generic posts and See online help for Machine Definition
definitions supplied with Mastercam. Manager and Control Definition Man-
ager to learn more.
C Posts and Machine Definition Worksheet
Supplied by Reseller
Page 1 of 1
Workstation ID: ______________

Complete the steps on this worksheet if your reseller is supplying your initial set of machine and control defini-
tions and posts.
I. Copy files to your workstation (All products)
1. Copy to \CNC_MACHINES folder in Copy machine and control definitions
your Mastercam installation folder. for all products into same folder.
M L R W
2. Copy posts to \POSTS folder. Each product has its own \POSTS
folder.
II. Edit machine and control definitions to use migrated libraries (All products)

These steps are optional. Complete them if you want your machine and control defi-
nitions to use the libraries you migrated from your current Mastercam workstation.
1. If desired, edit machine definition to Repeat for each machine definition.
use migrated libraries as defaults.
1a. Set default tool library for machine. See Section 3.1.4.2 on page 48.
1b. Set default material library for See Section 3.1.4.2 on page 48.
machine.
1c. Set default power settings library See Section 3.1.4.3 on page 49.
(Wire only)
2. If desired, edit control definition to use Repeat for each control definition.
migrated libraries as defaults.
2a. Set default toolpath defaults file See Section 3.1.4.6 on page 55.
(.defaults).
2b. Set default operations library See Section 3.1.4.6 on page 55.
(.operations).
III. Edit configuration files

These steps are optional. Complete them if you want Mastercam to automatically
load selected machines by default. Repeat this section for inch and metric .config
files.
1. Select default machine to load when See Section 3.1.4.8 on page 57.
starting Mastercam.
2. Select a default machine for each prod- Section 3.1.4.8 on page 57.
uct.
IV. Convert setup sheet files M L R W
1. If desired, convert setup sheets (.set See Section 3.1.5 on page 64.
files).

Youre now ready to convert your current See Section 4.1 on page 67.
parts and machining jobs!
D Posts and Machine Definition Worksheet
Generated with UpdatePost
Page 1 of 2
Workstation ID: ______________

Complete the steps on this worksheet if you will be using the UpdatePost utility to convert your existing posts
and automatically generate machine and control definitions.
I. Preparation (All products)
1. Locate and organize the posts you want Organize them in folders by product
to convert. type and version. For each post,
include the PST/PSB and TXT files in
the same folder.
2. Start UpdatePost. See Section 3.1 on page 35.

II. Enter UpdatePost settings See Section 3.1 on page 35. M L R W

1. Select product type and version num-
ber for posts to convert.
2. Select target folder.
3. Select posts to convert.
4. In File Creation section, select options
to create machine and control defini-
tions.
5. Select options to create and display log Creating and reviewing a log file is
files.
6. Convert posts.
7. Open the log file and save to a unique
name.
You can select several posts, from dif-
ferent folders. However, they must be
for the same product and version.
These will automatically be written to
\CNC_MACHINES folder, not the target
folder for your posts.
HIGHLY recommended.
Click OK to convert posts and exit, or
click Apply to continue converting
other posts.
Mastercam will overwrite the original
log file the next time it writes the log.

III. Review log and correct post errors See Section 3.1.2 on page 39.
1. Review log file and resolve error condi-
tions.
Repeat for every converted post. You must review the log for errors and resolve them before using the
post!

IV. Convert setup sheet files M L R W

1. If desired, convert setup sheets (.set See Section 3.1.5 on page 64.
files).
(Continue on next page)
D Posts and Machine Definition Worksheet
Generated with UpdatePost
Page 2 of 2

V. Edit machine and control definitions

Complete each task that is appropriate for your machine or machines. All users should
review Section 3.1.1.1 on page 38. M L R W
(Lathe users only) See Section 4.1.3.3 on page 73.
1. Create necessary axis combinations. Typically applies to machine definitions
for high-end multi-spindle/multi-turret
lathes.
2. Are you creating a VTL? See Section 4.1.3.4 on page 74.
(Router users only)
3. Convert aggregate heads, multi & pig-
gyback heads, and block drills.
3a. Convert .HD9 files to component See Section 3.1.4.9 on page 59.
libraries.
3b. Add components to machine defini- See Section 3.1.4.9 on page 59.
tions with Machine Definition Man-
ager.
4. If desired, configure custom coolant or See Section 3.1.4.4 on page 50.
flushing options. See Section 3.1.4.5 on page 52 for
wire flushing options.
5. If desired, edit machine definition to Repeat for each machine definition. (All products)
use migrated libraries as defaults.
5a. Set default tool library for machine. See Section 3.1.4.2 on page 48.
5b. Set default material library for See Section 3.1.4.2 on page 48.
machine.
6. If desired, edit control definition to use Repeat for each control definition.
migrated libraries as defaults.
6a. Set default toolpath defaults file See Section 3.1.4.6 on page 55.
(.defaults).
6b. Set default operations library See Section 3.1.4.6 on page 55.
(.operations).
V. Edit configuration files

1. If desired, edit configuration file to point Repeat for inch and metric .config files.
to your new machine & control defini-
tions.
1a. Select default machine to load See Section 3.1.4.8 on page 57.
when starting Mastercam.
1b. Select a default machine for each See Section 3.1.4.8 on page 57.
product.
Youre now ready to convert your current See Section 4.1 on page 67
parts and machining jobs!